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Showing posts with the label crm analytics

How to manage multi-currency in Salesforce CRM Analytics

While multi-currency support in Salesforce is very robust, CRM Analytics doesn't support multi-currency whatsoever. In the following article, I will explain how to display amounts in the corporate currency, record currency, user currency, as well as to implement currency picker that recalculates amounts based on user selection . For the purpose of this demonstration, I have set EUR as the corporate currency, activated multi-currency (both in Setup -> Company Information) , and added CZK to the list of active currencies (Setup -> Manage Currencies) . Advanced Currency Management is turned off ( Dated Exchange Dates are not considered). Default behavior Let's start with a description of what's going to happen with currency-type fields in CRM Analytics if we don’t make any modifications. When CRM Analytics accesses the data, it always happens in the context of Analytics Integration User . As a result, the sync converts all of the currency-type fields into

How to visualize months as names in CRM Analytics

It is sometimes desirable to display month names instead of month numbers in your charts. Month numbers can be especially confusing when you are using fiscal years. For example "2024-01" ... Is it January? Or is it July, when the company= fiscal year starts? As obvious as it sounds, it is not easy to achieve this in Salesforce CRM Analytics . There are two ways to achieve this: using a recipe or employing SAQL (Salesforce Analytics Query Language) . Two ways to skin a cat To showcase both techniques we will visualize Opportunity expected amounts grouped by year and month. In the first method we will use a recipe to create an extra field with a month name . In the second method we will include case method into the query itself . Recipe We require data from Opportunity object , specifically Close Date and Expected Amount fields. Create a Connection and synchronize the data. Create a new Recipe with Opportunity connected dataset as an input. Add a transfor

How to resolve: Dashboards filters not applied, when query faceting is adjusted in CRM Analytics

Adding CRM Analytics Dashboards into the Salesforce Record Pages is an awesome functionality, but only if you can set up filters directly from App Builder . Which works fine until you need to adjust the faceting, for example, by excluding some queries. The issue is registered with Salesforce with no workaround. So, let’s figure the workaround out... How to reproduce the issue I have signed up for testing CRM Analytics org on Trailhead and created a sample App called "Customer Insights" with a dashboard named "Opportunities" . On the dashboard there are two charts and one table, all based on the Opportunity SObject . Dashboard is placed on the Account Record Page . I want the two charts not to affect each other, but I need them to filter the table below. All widgets need to be filtered by Account Id from the Record Page . Therefore I am setting filter in the App Builder and removing faceting from the charts. Do you see the result? Table is filtered

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Jan Binder
Experienced Salesforce Technical Architect and Team Lead with a proven track record of delivering successful enterprise projects for major global companies across diverse industries, including automotive, oil & gas, and construction.